See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $4,318 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,851 | $48,364-23.8% | $71,796-48.7% | $62,891-41.4% |
| Participation rate | 46.8% | 60.6%-13.9pp | 69.1%-22.4pp | 69.3%-22.6pp |
| Annual return | 6.79% | 13.16%-6.4pp | 78.04%-71.3pp | 20.14%-13.4pp |
| Employer contribution / active EE | $0 | $1,042-100.0% | $1,924-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,155 | $2,091-44.8% | $2,794-58.7% | $3,203-63.9% |
| Admin fee / account holder | $80 | $3,771-97.9% | $4,815-98.3% | $4,296-98.1% |